Aptiv plc (APTV) Earnings Analysis

Aptiv plc (APTV) delivered mixed results in Q2 FY2026 on revenue of $3.3B versus the $3.3B estimate (-37.1% YoY) and EPS of $1.63. The next Aptiv plc (APTV) earnings date is Oct 29, 2026. Below is the full Aptiv plc earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

Aptiv plc (APTV) Earnings Analysis — key stats

Next earnings dateOct 29, 2026
Latest reported quarterQ2 FY2026
Earnings verdictMixed
EPS beat rate8 of last 8 (quarters above estimate)
Avg next-day move±7.4% (over the last 8 reports)
Post-earnings directionUp 3 / Down 5 (of the last 8 reports)
Implied move (next report)±35.8% (options-derived · into Oct 29, 2026)
Institutional ownership77.0% (13F as of 2026-06-30)
Top 10 holders42.9% (of shares outstanding)
Insider activity7 buys / 5 sells (recent Form 4 filings)
Revenue$3.3B (vs $3.3B est · -1.2% surprise · -37.1% YoY)
EPS$1.63 (vs $1.42 est · +14.8% surprise · -35.0% YoY)
Share price$49.56 (+0.8%)
Market cap$10.5B

Aptiv plc (APTV) Earnings Analysis — beat / miss history

QuarterRevenueEPSEPS surpriseNext-day moveVerdict
Q3 FY2026$3.3B vs $3.3B est$1.63 vs $1.42 est+14.8%-17.9%Mixed
Q2 FY2026$5.1B vs $5.0B est$1.71 vs $1.62 est+5.6%-4.6%Mixed
Q1 FY2026$5.2B vs $5.1B est$1.86 vs $1.82 est+2.2%+3.2%Mixed
Q4 FY2025$5.2B vs $5.1B est$2.17 vs $1.81 est+19.9%-5.4%Beat
Q3 FY2025$5.2B vs $5.0B est$2.12 vs $1.79 est+18.4%-1.5%Beat
Q2 FY2025$4.8B vs $4.8B est$1.69 vs $1.53 est+10.5%+3.3%Mixed
Q1 FY2025$4.9B vs $4.8B est$1.75 vs $1.66 est+5.4%+4.6%Beat
Q4 FY2024$4.9B vs $5.1B est$1.83 vs $1.68 est+8.9%-18.4%Mixed

Top institutional holders

Holder% outstandingSharesValueQoQ change
Blackrock, INC.8.4%18.0M$1.1B-5.2%
Vanguard Capital Management LLC6.5%13.9M$850.6M-0.0%
Barrow Hanley Mewhinney & Strauss LLC5.0%10.8M$662.7M+107.4%
State Street Corp4.4%9.5M$582.4M-3.1%
Undisclosed filer4.2%8.9M$548.1M-1.0%
Norges Bank3.7%7.8M$481.6M+100.0%
Massachusetts Financial Services CO /Ma/3.5%7.5M$473.9M+785.3%
Geode Capital Management, LLC2.7%5.9M$358.4M+0.6%
Hotchkis & Wiley Capital Management LLC2.3%4.9M$301.1M+43.4%
Viking Global Investors LP2.1%4.6M$279.5M+100.0%

Recent insider transactions

InsiderRoleDateTypeSharesValue
CLARK KEVIN Pdirector, officer: Chair and CEO2026-08-12Sell51K
Mahoney Sean Odirector2026-08-11Buy4K$201148
Mahoney Sean Odirector2026-08-11Buy6K$301255
Mahoney Sean Odirector2026-08-11Buy1K$50280
CLARK KEVIN Pdirector, officer: Chair and CEO2026-08-10Buy51K$2.5M
MEISTER PAUL Mdirector2026-08-05Buy106K$5.0M
Brazier Allan Jofficer: SVP & Chief Accounting Officer2026-07-14Sell4K$235840
Louissaint Obed D.officer: EVP & Chief People Officer2026-06-15Sell3K$208800

What you'll find

Frequently asked questions

When is Aptiv plc's next earnings date?
Aptiv plc's (APTV) next scheduled earnings date is Oct 29, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Aptiv plc (APTV) beat or miss earnings?
In Q2 FY2026, Aptiv plc (APTV) posted mixed results — revenue of $3.3B versus the $3.3B estimate (-1.2% surprise) and EPS of $1.63 versus $1.42 expected (+14.8% surprise). Magnisto decodes every Aptiv plc (APTV) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Aptiv plc beat earnings estimates?
Over its last 8 reported quarters, Aptiv plc (APTV) beat Wall Street EPS estimates 8 times, most recently a mixed result in Q3 FY2026. Magnisto tracks every Aptiv plc (APTV) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Aptiv plc stock move after earnings?
Over its last 8 quarterly reports, Aptiv plc (APTV) moved an average of ±7.4% the day after earnings — ranging from -18.4% (Q4 FY2024) to +4.6% (Q1 FY2025). The stock rose after 3 of those 8 reports and fell after 5. Heading into its next report on Oct 29, 2026, options-implied volatility is pricing in a move of roughly ±35.8% (derived). Magnisto tracks the realized post-earnings move for every Aptiv plc (APTV) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Aptiv plc?
Institutions hold about 77.0% of Aptiv plc's (APTV) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (8.4%), Vanguard Capital Management LLC (6.5%), Barrow Hanley Mewhinney & Strauss LLC (5.0%). Magnisto lists Aptiv plc's (APTV) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Aptiv plc (APTV)?
In the most recent Form 4 filings Magnisto tracks, Aptiv plc (APTV) insiders recorded 7 purchases and 5 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Aptiv plc (APTV) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Aptiv plc (APTV), anchored to the current $49.56 share price, so you can weigh the bull, base and bear cases for Aptiv plc side by side.
Is Aptiv plc (APTV) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Aptiv plc fits your own thesis and risk profile. This is research, not investment advice.

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Educational research, not investment advice. Figures are illustrative and may be delayed.